Vista Private Wealth Partners. LLC Vanguard Small Cap ETF Transaction History

Vista Private Wealth Partners. LLC

  • $317 Million
  • Q2 2025

A detailed history of Vista Private Wealth Partners. LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 2,633 shares of VB stock, worth $682,684. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,633
Previous 2,654 0.79%
Holding current value
$682,684
Previous $588,000 5.95%
% of portfolio
0.2%
Previous 0.21%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$193.73 - $237.37 $4,068 - $4,984
-21 Reduced 0.79%
2,633 $623,000
Q1 2025

May 06, 2025
SELL
$217.89 - $252.64 $69,071 - $80,086
-317 Reduced 10.67%
2,654 $588,000
Q4 2024

Feb 03, 2025
SELL
$233.76 - $261.58 $4,908 - $5,493
-21 Reduced 0.7%
2,971 $713,000
Q3 2024

Dec 03, 2024
BUY
$214.77 - $237.72 $644 - $713
3 Added 0.1%
2,992 $709,000
Q2 2024

Aug 05, 2024
SELL
$210.76 - $226.94 $1.5 Million - $1.62 Million
-7,119 Reduced 70.43%
2,989 $651,000
Q1 2024

May 13, 2024
SELL
$204.0 - $228.59 $26,928 - $30,173
-132 Reduced 1.29%
10,108 $2.31 Million
Q4 2023

Feb 13, 2024
SELL
$175.26 - $215.9 $138,280 - $170,345
-789 Reduced 7.15%
10,240 $2.18 Million
Q3 2023

Oct 10, 2023
BUY
$186.24 - $208.75 $48,794 - $54,692
262 Added 2.43%
11,029 $2.09 Million
Q2 2023

Jul 17, 2023
BUY
$181.26 - $198.89 $125,069 - $137,234
690 Added 6.85%
10,767 $2.14 Million
Q1 2023

May 09, 2023
SELL
$179.51 - $208.76 $24,413 - $28,391
-136 Reduced 1.33%
10,077 $1.91 Million
Q4 2022

Jan 12, 2023
BUY
$172.82 - $196.57 $660,518 - $751,290
3,822 Added 59.8%
10,213 $0
Q3 2022

Oct 13, 2022
BUY
$170.45 - $206.62 $100,054 - $121,285
587 Added 10.11%
6,391 $1.12 Million
Q2 2022

Jul 13, 2022
SELL
$170.7 - $214.67 $79,716 - $100,250
-467 Reduced 7.45%
5,804 $1.03 Million
Q1 2022

Apr 13, 2022
BUY
$198.73 - $227.97 $25,636 - $29,408
129 Added 2.1%
6,271 $1.34 Million
Q4 2021

Jan 19, 2022
SELL
$215.13 - $239.37 $11,186 - $12,447
-52 Reduced 0.84%
6,142 $1.39 Million
Q3 2021

Oct 13, 2021
BUY
$211.9 - $229.42 $49,372 - $53,454
233 Added 3.91%
6,194 $1.35 Million
Q2 2021

Jul 14, 2021
BUY
$211.77 - $228.05 $1.26 Million - $1.36 Million
5,961 New
5,961 $1.35 Million
Q1 2021

Apr 14, 2021
SELL
$191.53 - $223.48 $828,558 - $966,774
-4,326 Closed
0 $0
Q4 2020

Jan 20, 2021
BUY
$156.0 - $196.91 $674,856 - $851,832
4,326 New
4,326 $829,000

Others Institutions Holding VB

# of Institutions
2,411
Shares Held
166M
Call Options Held
73.6K
Put Options Held
16.3K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Vista Private Wealth Partners. LLC Portfolio

Follow Vista Private Wealth Partners. LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vista Private Wealth Partners. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Private Wealth Partners. LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email